not joking. Apple is entering a new era that needs a CEO with vision and mojo. Something Cook is missing.

Steve is a hard act to follow, and Tim certainly does not have the magic that he brought to presentations, but from the view of someone that has been following Apple for years that has no financial investment in Apple, personally I'd say he's doing a pretty damn good job so far.

Quote:

Originally Posted by sog35
If Cook had vision he would have clearly seen the need for a larger screen phone. Bad enough he didn't see the change coming but worse he FAILED to adjust once Samsung brought out the Galaxy S2. Its taking Apple THREE FRIKEN YEARS to finally respond and bring out a bigger phone. What a joke. If they were proactive and brought out the big phone earlier they would have sold 75M phones this quarter.

Just because you happen to want a phone with a larger screen, does not mean everyone does. I for one definitely do not, nor do any of my co-workers and we all work for an online business that makes exclusive use of Macs in the office (UK based, age range of 20 between 35 - myself being 25 and the Development Manager if you are interested), only one of us does not own an iPhone.

Last time I checked, my iPhone 5 has a bigger screen than my 3GS did.

I am more than happy with the size of my iPhone 5, honestly, I don't want a bigger phone. If I wanted a bigger Apple product, I'd likely go get myself an iPad Mini (which, coincidentally, I also do not want). A 22 year old Canadian friend of mine does not even want to replace her 4 because the iPhones after it are "too big" for her.

I'm not saying that either you or I are right/wrong here, just that saying Apple would have sold 75M phones this quarter due to releasing an iPhone with a bigger screen is pure speculation and you know that as well as anyone else here.

Quote:

Originally Posted by sog35

Cook is great at manufactering but we need someone who can perceive what the customer wants BEFORE the customer knows it himself. The larger iPhone, ipad mini were both products the MARKET told Apple to make and then they made it. Thats the opposite of what Steve Jobs did when he ANTICIPATED the demand for iPod and the original iPhone/iPad.

Most companies rarely get one major breakthrough product like Apple has. Apple already has three. Tim's been CEO for less than two and a half years - it took Apple six to go from first generation iPod to first generation iPhone. Patience is a virtue, as they say. I suspect Tim of having some surprises in the pipeline.

I'm not even going to start on the "not producing enough iPhones/iPads" comments. That has always been the case. So much so that I've always considered it to be part of their marketing strategy as it helps increase demand.

---

But you're right, the continued YoY growth for iPhone and iPad is so discouraging. /s

I'm sorry that you are sore over your share prices, but the people you have to blame for that is the "Analysts" (or rumour mongers as I prefer to call them that) that for whatever reason, some people stupidly keep taking their word about what is going to/expected to happen at Apple as law.

Don't engage the trolls. What is the point? Let them hash it out amongst themselves.

Anyways, back to the actual point of the article. Good for her. Congrats!

As someone who follows fashion to a certain degree, she has proven her abilities. Whatever one thinks of Burberry (some love it, some hate it -- very few are in the middle), she's done a very good job managing the brand. To anyone who is remotely aware of fashion, say "Burberry" and that person knows exactly what you're talking about, what it looks like, how much it costs, etc.

The truth is that no one who has been "knighted" by the crown has ever produced anything decent afterwards. Their great achievements happened before the event. Sir Elton, Sir Mick, Sir David, Dame Judy, the list goes on and on... I hope she (and Jony) can buck this trend.

I have 74-year-old eyes and stubby fat fingers. I find it difficult to use any smart phone.

My daughter has an iPad Mini and an iPhone 5C -- she takes them both with her most of the time.

I have an iPhone 5S, but only use it if I must. I always have my iPad 4 with me. I definitely would consider an iPhone the size of an iPad Mini -- only have to carry one device.

Not everyone has the same needs or desires -- but mine are as important to me, as yours are to you.

One problem with people who love iOS and want to stick with that but also want a larger display is the data plans on the iPad. On an iPhone you can likely get unlimited calls, unlimited texts and a big chunk of data for less money than just a a few GB's of data only on an iPad. If the iPad mini had not only cellular data but was also full fledged phone as well complete with the same plans available to the iPhone then I think many people might consider it. That is a bit too big fro me since I still want to be able to carry it in my pants pocket. But people still need to use their iPhone as a phone not to mention calling 911 in an emergency so until that happens I do not see the iPad mini as a reasonable stand alone option as long as voice and texts are not possible. (yes, I know VoiP and 3rd party text programs are available but that is another layer of costs and complexity and still does not allow for 911 calls)

I don't know what all the ranting is about but it took years to make phones small, if you recall they were huge in the 90's early 2000's. Apple has the right idea to keep it small as it's suppose to fit in your pocket without taking up much space, if you want a bigger screen use your ipad for watching movies or reading/web browsing. I believe it was strategically thrown out there for the sake of that unless of course you'd prefer to be glued to a desk using a desktop. But keeping the iPhone small is a must, it's a cell phone it's suppose to be portable not a big bulky thing.

it has been a HUGE success even with a crappy software, OS, and build quality.

You are obviously making those numbers up. As of December, Samsung had only sold 10 million Note 3's worldwide. I guess you have missed all the articles about Samsung being disappointed with the S4 sales. At the end of October only 40 million S4's have been sold worldwide. It's taken Samsung 6 months to sell that number.

The truth is that no one who has been "knighted" by the crown has ever produced anything decent afterwards. Their great achievements happened before the event. Sir Elton, Sir Mick, Sir David, Dame Judy, the list goes on and on... I hope she (and Jony) can buck this trend.

Oh, let's see. Since Dame Judi Dench received her honor, she has been nominated for 7 Oscars (winning one), nominated for 11 Golden Globes (winning two), nominated for 17 BAFTAs (winning 5), etc. I could go on, but what's the point?

You are obviously making those numbers up. As of December, Samsung had only sold 10 million Note 3's worldwide. I guess you have missed all the articles about Samsung being disappointed with the S4 sales. At the end of October only 40 million S4's have been sold worldwide. It's taken Samsung 6 months to sell that number.

I'm not going to engage with someone throwing a temper tantrum. Apple's quarter and even their guidance didn't warrant a $40B sell off IMO. But hey Wall Street is on a downer recently. And just today Yahoo reported results that Wall Street didn't like and their stock is down 7%.

Yahoo was (and still is) WAY overpriced, given that their US business is moribund, and they are basically a holding company for their AliBaba interests (yes, Yahoo Japan is successful, but that is not such a huge business). As for Apple, the stock has been on a run over the last several months, the guidance was lousy, so the selloff is quite reasonable.

I don't know what all the ranting is about but it took years to make phones small, if you recall they were huge in the 90's early 2000's. Apple has the right idea to keep it small as it's suppose to fit in your pocket without taking up much space, if you want a bigger screen use your ipad for watching movies or reading/web browsing. I believe it was strategically thrown out there for the sake of that unless of course you'd prefer to be glued to a desk using a desktop. But keeping the iPhone small is a must, it's a cell phone it's suppose to be portable not a big bulky thing.

200,000,000 Galaxy owners disagree. Most who paid about the same price as an iPhone.

Yahoo was (and still is) WAY overpriced, given that their US business is moribund, and they are basically a holding company for their AliBaba interests (yes, Yahoo Japan is successful, but that is not such a huge business). As for Apple, the stock has been on a run over the last several months, the guidance was lousy, so the selloff is quite reasonable.

agree. Look at Apples EPS growth the last 5 quarters:

0%

-18%

-20%

-5%

5%

Thats ridiculously bad. Especially since in the majority of those quarters (starting in Oct 2012) the phone and tablet market was growing 25-30%. Yet Apple contracted in profits.

Cook needs to be fired if he can't reach 10-15% growth in 2014 or he needs to layout a long-term plan thats show how growth will return. But blaming supply constraints, deferred revenue, currency flux, just does not cut it. No more excuses.

Yahoo was (and still is) WAY overpriced, given that their US business is moribund, and they are basically a holding company for their AliBaba interests (yes, Yahoo Japan is successful, but that is not such a huge business). As for Apple, the stock has been on a run over the last several months, the guidance was lousy, so the selloff is quite reasonable.

No it's not reasonable. Apple is basically priced as a no growth stock yet it's being pummeled because earnings growth is essentially flat.

Oh, let's see. Since Dame Judi Dench received her honor, she has been nominated for 7 Oscars (winning one), nominated for 11 Golden Globes (winning two), nominated for 17 BAFTAs (winning 5), etc. I could go on, but what's the point?

Excuse me dear Sir, I may have misspoken. I was referring to Dame Judy Sanderson the wife or the archduke of Chesteton, not the esteemed Judi (spelled with an "i") Dench. You have a point sir and I concede to your wisdom. I give you this one.

Excuse me dear Sir, I may have misspoken. I was referring to Dame Judy Sanderson the wife or the archduke of Chesteton, not the esteemed Judi (spelled with an "i") Dench. You have a point sir and I concede to your wisdom. I give you this one.

The truth is that no one who has been "knighted" by the crown has ever produced anything decent afterwards. Their great achievements happened before the event. Sir Elton, Sir Mick, Sir David, Dame Judy, the list goes on and on... I hope she (and Jony) can buck this trend.

Well... I see you retracted.

Quote:

Originally Posted by JupiterOne

I'm not sure who you're talking about, but Ahrendts and Melinda Gates are both US citizens.

No it's not reasonable. Apple is basically priced as a no growth stock yet it's being pummeled because earnings growth is essentially flat.

As was pointed out elsewhere, the Apple EPS actually seems to be DECLINING. Anyway, you are obviously a great expert on corporate valuation, so there is no point arguing with you (not any more than arguing with my cat).

Thats ridiculously bad. Especially since in the majority of those quarters (starting in Oct 2012) the phone and tablet market was growing 25-30%. Yet Apple contracted in profits.

Cook needs to be fired if he can't reach 10-15% growth in 2014 or he needs to layout a long-term plan thats show how growth will return. But blaming supply constraints, deferred revenue, currency flux, just does not cut it. No more excuses.

Let me get this straight.. you want Apple to make a larger screened iPhone, while charging less money.... AND making more profit? You can't do all three. Apple's profit margin is lower because of the 'cheaper' devices they've added, which seem to be purchased by enough customers to lower overall profit margin. If Apple were to release a new 6" iPhone (big enough for you?) at the $350 price you keep throwing around, they'd be LOSING money on every single device, which would in turn kill their profits and their stock price... no doubt sending you into a coma.